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ANWPX vs JOGIX
ANWPX vs JOGIX Comparison
Open Charts ANWPX vs JOGIX
American Funds New Perspective A
Price$71.41
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets158.54B
JOHCM Global Select Institutional
Price$11.79
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.37M
ANWPX vs JOGIX Comparison Chart in %
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ANWPX vs. JOGIX commentary
Sep 01, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANWPX is a Buy and JOGIX is a Buy.
FUNDAMENTALS
Fundamentals
ANWPX has more cash in the bank: 159B vs. JOGIX (6.37M). ANWPX pays higher dividends than JOGIX: ANWPX (0.50) vs JOGIX (0.00). ANWPX was incepted earlier than JOGIX: ANWPX (53 years) vs JOGIX (12 years). JOGIX (1.02) is less costly to investors than ANWPX (0.73). JOGIX is a more actively managed with annual turnover of: 86.19 vs. ANWPX (24.00). ANWPX has a lower initial minimum investment than JOGIX: ANWPX (250) vs JOGIX (100000). ANWPX annual gain was more profitable for investors over the last year : 11.86 vs. JOGIX (-16.85). ANWPX return over 5 years is better than : 30.99 vs. JOGIX (-31.17).
| ANWPX | JOGIX | ANWPX / JOGIX | |
| Total Expense Ratio | 0.73 | 0.99 | 74% |
| Annual Report Gross Expense Ratio | 0.73 | 1.02 | 72% |
| Fund Existence | 53 years | 12 years | - |
| Gain YTD | 14.973 | 2.433 | 616% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159B | 6.37M | 2,495,684% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.86 | -16.85 | -70% |
| Returns for 3 years | 44.59 | -13.81 | -323% |
| Returns for 5 years | 30.99 | -31.17 | -99% |
| Returns for 10 years | 103.07 | -2.10 | -4,911% |
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